HWAM
Hennion & Walsh Asset Management’s MetroCity Bankshares MCBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,346
| Closed | -$286K | – | 890 |
|
|
2024
Q3 | $286K | Sell |
9,346
-1,239
| -12% | -$37.9K | 0.01% | 746 |
|
|
2024
Q2 | $279K | Sell |
10,585
-316
| -3% | -$8.34K | 0.01% | 747 |
|
|
2024
Q1 | $272K | Sell |
10,901
-99
| -0.9% | -$2.47K | 0.01% | 718 |
|
|
2023
Q4 | $264K | Sell |
11,000
-113
| -1% | -$2.71K | 0.02% | 709 |
|
|
2023
Q3 | $219K | Sell |
11,113
-250
| -2% | -$4.92K | 0.01% | 730 |
|
|
2023
Q2 | $203K | Buy |
+11,363
| New | +$203K | 0.01% | 749 |
|